Paul Moore
Director Chartered Financial Planner @Thomson Wealth Management Ltd
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WORK HISTORY
Director Chartered Financial Planner @Thomson Wealth Management Ltd
Glasgow, GB
A Director and Chartered Financial Planner with Thomson Wealth Management Ltd, l provide highly technical advice to private clients and business owners, covering all areas of financial planning including investments, retirement planning including pension transfers, personal and business protection, tax planning, trust planning and inheritance tax.I was awarded Chartered Financial Planner status in 2010 and have over 15 years financial services experience, I am adept in building strong relationships with clients, and professional partners, to offer valuable and trusted advice coupled with high quality service. My clients include those taking out their first pension or investment to high net worth individuals with significant portfolios.
EDUCATION
Glasgow Caledonian University
BA, Financial Services
ABOUT PAUL MOORE
A Director and Chartered Financial Planner at Thomson Wealth Management Ltd, l provide highly technical advice to private clients and business owners covering all areas of financial planning.
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